Senior Operations Specialist

The Baldwin Group

. Review and correct invoices generated in the management system and sent to clients .

Posted 10/8/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in invoice review, reconciliation, and project tracking while maintaining accurate records and supporting reporting needs. Proficient in collaborating with cross-functional teams to resolve discrepancies and enhance workflow efficiency.

Highest-signal resume keywords

Invoice ReviewData ReconciliationProject TrackingClient LiaisonDetail Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Invoice CorrectionData AuditingReportingSystem CleanupCollections Management

Soft Skills

Detail OrientationProblem SolvingCollaboration

Tools & Technologies

Management SystemsAccounting SystemsProject-Tracking Systems

Certifications & Qualifications

Bachelor's DegreeTechnical/Trade School Certification

Industry Keywords

Aged ReceivablesBilling AccuracyWorkflow Documentation

About the role

Key responsibilities & impact

Review and correct invoices generated in the management system and sent to clients
Liaise with Client Experience and Accounting to resolve invoice discrepancies
Determine whether invoiced amounts match schedules
Create installment invoices and send them to clients or provide invoicing instructions to Operations Analysts in Epic
Review billing for accuracy
Participate in document review to create accurate workflows, how-to documents, and reports
Research invoicing and service-related items requested by Client Experience
Work on and supervise reconciliation of direct-bill discrepancies
Review tasks assigned by the Training & Quality Assurance Leader and determine implementation approaches
Monitor aged receivable reports and assist with statements, collections, system cleanup, and activity entries
Maintain project-management and tracking documents, records, and status updates
Assist with month-end tasks
Support reporting needs
Perform special projects assigned by the Director of Operations or manager

Requirements

What you’ll need

Bachelor’s Degree or 2 years experience
Bachelor’s Degree or Technical/Trade School 5 years
Moderate detail orientation and ability to handle complexity
Experience with multiple management, accounting, reporting, and project-tracking systems implied by the responsibilities
Ability to audit, research, and reconcile data variances
Ability to review and correct invoices and determine whether invoiced amounts match schedules
Ability to monitor aged receivables, assist with statements and collections, and perform system cleanup and activity entries
Ability to maintain accurate records and track project status